Before You Start
A candidate can only be switched when their card is locked in one of the jobs they applied to. If you haven't read about how locking works yet, check out [What is Candidate Freeze & How It Works →]
Step 1: Find the Locked Candidate
Go to the job where the candidate's card is showing the 🔒 Locked badge.
Click on the candidate's card to open their profile.
Step 2: Open the Candidate Profile
Inside the candidate profile, you'll see a yellow warning banner at the top that reads:
"This candidate is locked because it's active in [Job Name] role."
On the right side of that banner, you'll see a Switch Job button. Click it.
Step 3: Confirm the Switch
A confirmation pop-up will appear showing you the details of the switch — which job the candidate is moving from and which job they are moving to.
📌 Important: This is an immediate action. Clicking Switch Job will instantly release the candidate from their current primary job and move them to this role. The candidate will be locked in the stage they were in at the time of the switch in the original job.
Two Scenarios — Same Recruiter vs. Different Recruiters
Scenario 1: You Are the Recruiter on Both Jobs
If you are assigned to both jobs, you'll see the confirmation pop-up directly as shown above. Simply click Switch Job to confirm and the switch happens immediately.
Scenario 2: Two Different Recruiters on Each Job
If a different recruiter is handling the other job, you won't be able to switch directly. Instead, clicking Switch Job will send a request to the recruiter managing the other job asking them to approve the switch.
📌 The other recruiter will receive a notification to review and approve the request. Until they do, the candidate remains locked.
What Happens After the Switch
Once the switch is confirmed:
The candidate becomes active in the new job starting from the stage they were in when locked
The candidate is locked in the original job at the stage where the switch happened
The pipeline in both jobs updates automatically